1. $CoreWeave, Inc.(CRWV)$ plunged 16.31%
Revenue: $1.37B vs. $1.28B expected (+7% beat)
Adjusted EPS: −$0.22 vs. −$0.36 expected (+38.9% beat)
Outlook: FY2025 Revenue expects $5.05B–$5.15B (down from $5.15B–$5.35B), Adjusted Operating Income to be $690M–$720M (down from $800M–$830M), Capex to be $12B–$14B (cut from $20B–$23B) due to data center delays.
CRWV shares fell after the company reduced its guidance, citing a delay at one of its third-party data center providers. Despite the adverse investor reaction, retail traders’ sentiment toward CoreWeave stock improved appreciably following the quarterly print.
CoreWeave CEO Michael Intrator said, “Our performance reflects disciplined execution across every part of our business, from scaling infrastructure and expanding capacity to deepening customer relationships and advancing our software and services.CoreWeave’s position as the essential cloud for AI has never been stronger as we drive growth through focus and innovation to power the next generation of AI.”
2. $Beyond Meat, Inc.(BYND)$ tumbled 8.96%
Revenue: $70.2M vs. $68.64M expected (+2.27% beat)
EPSE: −$0.47 vs. −$0.43 expected (−9.3% miss)
Outlook: BYND projects Q4 2025 net revenues between $60 million and $65 million. The company is focusing on achieving EBITDA-positive operations and exploring strategic initiatives to drive growth.
Beyond Meat’s stock fell following the earnings release, reflecting investor concerns over the company’s widening losses and margin pressures.
CEO Ethan Brown emphasized overcoming challenges, cutting costs, expanding margins, and transforming the business. He stated, "We’ve been in our turnaround phase for too long, and moving forward, you will not simply see more of the same from us."
3. $Sea Ltd(SE)$ dropped 8.22%
Revenue: $6.0B vs. $5.69B expected (+5.45% beat)
EPS: $0.59 vs. $1.02 expected (−42.16% miss)
Outlook: Expect Shopee’s GMV to grow by more than 25% in 2025, with a targeted EBITDA margin of 2-3%. The company plans continued investment in logistics and fulfillment, alongside exploring AI applications across its business lines. Potential market expansion into Argentina is also on the horizon.
Sea shares dropped after reporting weaker-than-expected Q3 earnings, as EPS missed forecasts despite a 38% YoY revenue surge. Investors were concerned about rising costs, margin pressure, and slower profitability recovery.
CEO Forrest Li said the company sustained its strong momentum from the first half of the year into the third quarter, maintaining a focus on high and profitable growth across e-commerce, digital finance, and entertainment. He underscored the role of AI in shaping future opportunities.
4. $Rigetti Computing(RGTI)$ fell 5.08%
Revenue: $1.9M vs. $2.17M expected (−12.44% miss)
EPS: −$0.03 vs. −$0.05 expected (+40% beat)
Outlook: Rigetti aims to achieve quantum advantage between 2027 and 2029. Targets 100+ qubits by end of 2025 and 1,000+ qubits by 2027. FY2026 revenue projected at $22.5M, reflecting expected growth from quantum systems expansion.
Shares fell after reporting sales a bit shy of estimates along with a modestly smaller-than-expected loss, reflecting investor concern over revenue shortfalls and higher operating expenses.
CEO Subodh Kulkarni emphasized the company’s commitment to achieving quantum advantage, stating, "We believe we will accomplish quantum advantage between 2027 and 2029." He also highlighted the potential of the quantum fab, noting, "A quantum fab is significantly simpler than a state-of-the-art CMOS fab."
5. $Rocket Lab USA, Inc.(RKLB)$ declined 1.27%
Revenue: $155M vs. $152M expected (+1.97% beat)
EPS: −$0.03 vs. −$0.10 expected (+70% beat)
Outlook: Q4 2025 Revenue to be $170M–$180M vs. analyst consensus of $172M, Q4 2025 Adjusted EBITDA Loss to range between $23M and $29M vs. the consensus of $13M loss, GAAP gross margin 37–39%.
The stock slipped despite record revenue, as investors digested mixed EBITDA results.
CEO Peter Beck framed the quarter simply: "We've delivered record revenue at record GAAP gross margin, and a new annual launch record is just days away." The tone was bullish but measured. He emphasized execution and momentum without making aggressive expansion claims.
6. $BigBear.ai Holdings(BBAI)$ soared 6.13%
Revenue: $33.14M vs. $31.82M expected (+4.1% beat)
EPS: −$0.03 vs. −$0.05 expected (+40% beat)
Outlook: BBAI sees FY 2025 revenue of $125 million and $140 million versus the analyst consensus of $133.5M.
BBAI stock soared after the artificial-intelligence software company reported solid quarterly earnings and announced the acquisition of a generative AI start-up that could bolster its ability to compete with Palantir.
“By integrating Ask Sage with BigBear.ai, we are creating what the market has been asking for: a secure, integrated AI platform that connects software, data, and mission services in one place,” said Kevin McAleenan, CEO of BigBear.ai.
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